Carrollton, TX

Finance Jobs in Carrollton, TX

3 jobs found

Include remote jobs

18d ago

Series 7 Registered Broker

Cobra Trading, Inc. Carrollton, TX

Carrollton, TX

18d ago

$60k - $75k/yr Full time Broker Client Relations Client Service

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Job Description

Join Cobra Trading as an entry-level Series 7 Registered Broker based in Carrollton, Texas, onsite. The role centers on supporting active trading clients through trade and software assistance, managing accounts, and real-time risk oversight. Candidates must hold both Series 7 and Series 63 licenses. Compensation ranges from USD 60,000 to 75,000 per year.

Responsibilities

Provide trade support to clients, including order processing and execution assistance
Deliver software support for trading platforms and related systems
Oversee client accounts, including onboarding and ongoing relationship management
Monitor and manage real-time risk to support firm-wide risk controls

Requirements

Series 7 and Series 63 licenses (required)
Strong enjoyment in interacting with active trading customers
Experience in Electronic Trading Service and Support
Familiarity with Level II trading applications
Knowledge of US equities and options markets
Ability to assist in real-time risk monitoring and risk management
Ability to multitask in a fast-paced, time-sensitive environment
Self-motivated and energetic personality
Willingness to take on new roles and responsibilities

Technologies

Level II trading applications

Benefits

Health insurance
Dental insurance
Paid time off
Supplemental coverage options available
SEP IRA contribution after 3 years of employment

Hours

7:30 AM to 4:30 PM, Monday through Friday
6:15 AM to 3:30 PM, Monday through Friday
4:00 AM to 1:00 PM, Monday through Friday
8:30 AM to 5:30 PM, Monday through Friday
Exact hours may vary based on business needs
Market holidays off
PTO days available

Preferred Qualifications

Personal trading experience
Project management
Series 4 - Registered Options Principal
Series 3 - National Commodities Futures

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30d ago

Financial Services Professional

Wisdom Financial Service Carrollton, TX

Carrollton, TX

30d ago

$4,653+/mo Full time Marketing Benefits Administration Bilingual

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Job Description

Overview

We are seeking a dynamic and motivated Financial Services Professional to join Wisdom Financial Service in Carrollton, TX. This role offers the chance to deliver comprehensive financial solutions, assist clients with their planning needs, and grow within a supportive environment. The ideal candidate will bring strong communication skills, sales experience, and a dedication to helping clients reach their financial goals. Multilingual abilities and experience in insurance sales or retail sales are highly valued. The position involves engaging with clients through outside sales and telemarketing to expand the client base and provide exceptional customer service. This position offers a rewarding career path for individuals passionate about finance, sales, and helping clients secure their financial future.

Responsibilities

Develop and maintain relationships with clients through outside sales, telemarketing, and community outreach efforts
Identify client needs and recommend suitable financial products and services, including insurance options
Conduct thorough analysis of client financial situations to tailor personalized solutions
Negotiate terms and close sales effectively while ensuring compliance with industry regulations such as HIPAA
Manage sales administration tasks, including documentation, follow-up, and updating client records
Collaborate with marketing teams to promote financial products and services across multiple channels
Provide ongoing customer service support to ensure client satisfaction and retention
Assist with benefits administration for clients, explaining various plans and coverage options
Stay informed about industry trends, product updates, and regulatory changes affecting the financial services sector

Qualifications

Proven experience in outside sales, retail sales, or telemarketing within the financial or insurance industry preferred
Strong negotiation skills and the ability to close deals effectively
Excellent communication skills; bilingual or multilingual abilities are a plus
Knowledge of sales administration processes and analysis skills to evaluate client data accurately
Familiarity with insurance sales, benefits administration, and marketing strategies
Exceptional customer service skills with a professional demeanor
Ability to work independently while collaborating within a team environment
Knowledge of HIPAA regulations related to client confidentiality is advantageous
Previous experience in sales or related roles demonstrating strong interpersonal skills is preferred

Compensation and Location

Pay: From $4,653.00 per month

Location: Carrollton, TX. Work Location: In person

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1mo ago

Financial Broker

Integrity Marketing Group Carrollton, TX

Carrollton, TX

1mo ago

$55k - $100k/yr Full time Asset Management Broker Cash Management

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Job Description

Job Overview

Integrity Marketing Group is seeking motivated and ambitious individuals for a Financial Broker role. The ideal candidate will possess a solid grasp of financial concepts and a passion for helping clients achieve their financial goals. As a Broker, you will manage client personal information and offer expert guidance on investment opportunities. This position requires strong interpersonal skills and the ability to build lasting relationships with clients.

Responsibilities

Develop and maintain client relationships through effective communication and personalized service.
Manage client personal information to align with their financial objectives.
Assist clients with financial planning, including estate planning and cash management strategies.
Collaborate with other financial professionals to provide comprehensive asset management services.
Conduct regular reviews of client accounts to assess performance and make necessary adjustments.

Skills

Strong sales acumen with the ability to identify opportunities for growth in client portfolios.
In-depth knowledge of financial concepts, including asset management, portfolio management, and technical accounting.
Proficient in customer relationship management techniques to foster long term client loyalty.
Experience in financial sales, demonstrating a track record of success in meeting or exceeding targets.
Familiarity with estate planning principles and cash management practices is advantageous.
Excellent analytical skills to interpret market data and make strategic recommendations.
Strong communication skills, both verbal and written, to effectively convey complex information to clients.

Experience

Join us as we strive to provide exceptional service and innovative solutions for our clients' financial needs.

Job Types

Full-time
Part-time
Temporary
Permanent

Pay

Salary: $55,000.00 - $100,000.00 per year

Benefits

Employee assistance program
Financial planning services
Flexible schedule
Life insurance
Professional development assistance
Relocation assistance
Retirement plan

Ability to Commute

Carrollton, TX 75006 (Required)

Work Location

In person

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Finance Jobs in Carrollton, TX

Series 7 Registered Broker

Financial Services Professional

Financial Broker

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